# Ronald Lee Gilman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13032 ## Record - **Judge:** Ronald Lee Gilman - **Year:** 2014 - **Report type:** Annual - **Pages:** 10 ## Text Schwab Cash Reserves T Rowe Price Summit Int. Term Bond — Buy Gulf Housing Ltd. Partnership (5 apt projects in Ala. and Miss.) — Interest a“ — Rent FedTrust (formerly Federal Building) Federal Credit Union — Interest Schwab Cash & Money Market Sweep (formerly Schwab Cash Reserves) — Interest AQR Managed Futures Strategy — Int/Div ASG Global Altematives — Int/Div Blackrock Strategic Income Opportunities Portfolio — Int/Div — Buy Blackrock Strategic Income Opportunities Portfolio — Sold (part) DFA Emerging Markets Core Equity Portfolio — Int/Div DFA International Core Equity — Int/Div — Buy DFA US. Small Cap Value — Int/Div DFA U.S. Small Cap Value (transfer in kind from IRA #1-see Part VII) Fidelity Cash Reserves — None — Buy Fidelity Cash Reserves — Sold Fidelity Cash Reserves — None — Buy Fidelity Cash Reserves — Sold (part) Fidelity Cash Reserves — Sold Fidelity International Small Cap — None — Sold Fidelity Mad Cap Enhanced Index — Int/Div — Buy Fidelity OTC Portfolio — None — Sold Fidelity Select Biotechnology — None — Sold Fidelity Select Materials Portfolio — Int/Div — Sold Fidelity Small Cap Discovery — None — Sold Fidelity Worldwide — None — Buy Fidelity Worldwide — Sold Goldman Sachs N 11 Equity — Int/Div — Buy Goldman Sachs N 11 Equity — Buy Goldman Sachs Strategic Income — Int/Div — Sold (part) iShares ETF U.S. Large Cap — Int/Div iShares S&P Midcap 400 Value — Int/Div — Sold (part) iShares Tr. Russell 3000 Index — Int/Div — Sold (part) iShares Tr. Russell 3000 Index — Sold (part) JP Morgan Tax Aware Real Return — Int/Div — Buy Pimco Enhanced Short Maturity Strategy — Int/Div — Sold (part) Pimco Total Retum — Int/Div — Sold Pimeco Unconstrained Bond — Int/Div — Buy Pimeco Unconstrained Bond — Sold Powershares S&P 500 High Quality Portfolio — Int/Div — Sold (part) Powershares S&P 500 Low Volatility Portfolio — Int/Div Stone Ridge Reinsurance Risk Premium — Int/Div T Rowe Price Summit Int. Term Bond — Int/Div — Buy Thomburg Ltd. Term Muni — Int/Div — Buy Thomburg Ltd. Term Muni — Buy Vanguard FTSE Emerging Markets — None — Sold Vanguard Ltd. Term Tax Exempt (Admiral Share) — Int/Div — Buy Vanguard Meg Cap 300 — Int/Div Vanguard Short Term Tax Exempt (Investor Share) — Int/Div — Sold Vanguard Short Term Tax Exempt (Admiral Share) — Int/Div — Buy S10. — Sold IRA #) — Int/Div Blackrock Strategic Income Opportunities Portfolio — Buy Blackrock Strategic Income Opportunities Portfolio — Buy DFA Int'l Core Equity DFA Int'l Small Company Port DFA U.S. Small Cap Value — Sold (part) DFA U.S. Small Cap Value (partial transfer in Kind to reg. acct.) Goldman Sachs Strategic Income — Buy JP Morgan Strategic Income Oppty — Buy Pimeco Total Return — Sold Pimco Unconstrained Bond — Sold IRA #2 — Int/Div Schwab Cash Reserves DFA Int'l Small Company Portfolio — Buy DFA US. Small Cap Value Goldman Sachs Strategic Income iShares MSCI U.S. Minimum Volatility Index Vanguard Meg Cap 300 — Sold (part) The required distribution from IRA #1 was handled by the transfer in kind of shares from DFA U.S. Small Cap Value from IRA #1 (see line 59 on Part VII) to my general brokerage account (see line 12 on Part VII), --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13032. Public record. Not legal advice.